See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,117 | $124,185-94.3% | $108,410-93.4% | $167,490-95.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 23.34% | 1379.64%-1356.3pp | 905.27%-881.9pp | 478.56%-455.2pp |
| Employer contribution / active EE | $858 | $4,187-79.5% | $3,558-75.9% | $4,837-82.3% |
| Participant deferral / active EE | $2,938 | $6,908-57.5% | $6,563-55.2% | $6,341-53.7% |
| Admin fee / account holder | $14 | $9,455-99.9% | $7,295-99.8% | $12,309-99.9% |